Broker Check
J. Alan Kerby

J. Alan Kerby



Registered, Enrolled Agent, 

“We Help our clients determine their retirement and legacy dreams. We do this through customized financial planning and investment and estate preservation. The key to our success is that everything is customized to our clients’ needs, goals and dreams.”

Personal Background:

Alan has over 25 years of experience in the financial and accounting industry. He has been married to his wife Lashelle for over 30 years and they have four beautiful daughters, Kim, Dana, Joy and Brooke. He enjoys the great outdoors and nature, camping, backpacking, water sports and is an Advanced Level Certified Scuba Diver.